Feature spotlights

Build better client relationships

Wealth advisors can receive prioritized alerts to increase awareness of opportunities to build relationships while having access to tools which enable them to take action while in the field so they can maximize their time meeting with existing clients and top prospects.

Enable wealth advisors with critical information fast

Empower your wealth advisors when on the road and pressed for time with a mobile platform that delivers critical alerts to keep them informed when it matters the most. Stay in-the-know when clients open new accounts or when an account is in need of re-balancing. Keep informed of new service opportunities.

Use the power of real time analytics

This app delivers real time alerts based on information from a variety of sources: portfolio accounting and related systems with holdings and transactions, repositories of profile information, source systems for approvals and alerts, internal investment research and third party financial news, contact center transcripts and CRM call reports.

This app is backed by a great service plan

Through its service plan, IBM and Apple have teamed up to provide you with the most comprehensive support available. It includes 24/7 phone support from Apple and next-business-day on-site service from IBM. Whether buying or leasing devices, the IBM flexible procurement model enables you to go from procurement to deployment quickly. You can also manage all your iOS devices from a single portal and effortlessly apply security policies that ensure data protection on every device.

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